13F QoQ Ownership Changes
LIND Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 29 new · 58 added · 99 reduced · 17 exited
New Positions(29)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 194,597 | +194,597 | $2.8M | +$2.8M | — |
| LAZARD ASSET MANAGEMENT LLC | 126,757 | +126,757 | $1.8M | +$1.8M | — |
| Quent Capital, LLC | 118,500 | +118,500 | $1.7M | +$1.7M | — |
| Walleye Capital LLC | 112,973 | +112,973 | $1.6M | +$1.6M | — |
| SEI INVESTMENTS CO | 56,878 | +56,878 | $820.2K | +$820.2K | — |
| CANADA PENSION PLAN INVESTMENT BOARD | 52,200 | +52,200 | $752.7K | +$752.7K | — |
| Brevan Howard Capital Management LP | 37,409 | +37,409 | $539.4K | +$539.4K | — |
| Thomist Capital Management, LP | 19,800 | +19,800 | $286.7K | +$286.7K | — |
| Magnetar Financial LLC | 19,879 | +19,879 | $286.7K | +$286.7K | — |
| Quantbot Technologies LP | 16,997 | +16,997 | $245.1K | +$245.1K | — |
| Balyasny Asset Management L.P. | 14,891 | +14,891 | $214.7K | +$214.7K | — |
| INCEPTIONR LLC | 14,425 | +14,425 | $208.0K | +$208.0K | — |
| Orvieto Partners, L.P. | 13,780 | +13,780 | $198.7K | +$198.7K | — |
| PharVision Advisers, LLC | 13,431 | +13,431 | $193.7K | +$193.7K | — |
| Jump Financial, LLC | 13,132 | +13,132 | $189.4K | +$189.4K | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,686 | +11,686 | $168.5K | +$168.5K | — |
| nVerses Capital, LLC | 10,803 | +10,803 | $155.8K | +$155.8K | — |
| Pinnacle Wealth Management Advisory Group, LLC | 10,029 | +10,029 | $144.6K | +$144.6K | — |
| State of Wyoming | 9,418 | +9,418 | $135.8K | +$135.8K | — |
| Kemnay Advisory Services Inc. | 3,963 | +3,963 | $57.1K | +$57.1K | — |
| Quarry LP | 907 | +907 | $13.1K | +$13.1K | — |
| Aster Capital Management (DIFC) Ltd | 563 | +563 | $8.1K | +$8.1K | — |
| Pinnacle Wealth Planning Services, Inc. | 421 | +421 | $6.1K | +$6.1K | — |
| Allworth Financial LP | 141 | +141 | $2.0K | +$2.0K | — |
| Rockefeller Capital Management L.P. | 128 | +128 | $1.8K | +$1.8K | — |
| Torren Management, LLC | 44 | +44 | $634 | +$634 | — |
| Jackson Creek Investment Advisors LLC | 34,667 | +34,667 | $500 | +$500 | — |
| IFP Advisors, Inc | 27 | +27 | $362 | +$362 | — |
| Covestor Ltd | 630 | +630 | $9 | +$9 | — |
Added To(58)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,463,059 | +258,602 | $49.9M | +$8.9M | 8.1% |
| UBS Group AG | 833,372 | +305,704 | $12.0M | +$5.3M | 57.9% |
| GOLDMAN SACHS GROUP INC | 604,437 | +262,408 | $8.7M | +$4.3M | 76.7% |
| VANGUARD GROUP INC | 2,355,182 | +22,920 | $34.0M | +$4.1M | 1.0% |
| Bank of New York Mellon Corp | 1,030,646 | +182,154 | $14.9M | +$4.0M | 21.5% |
| PRINCIPAL FINANCIAL GROUP INC | 1,482,913 | +122,147 | $21.4M | +$4.0M | 9.0% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 879,550 | +128,779 | $12.7M | +$3.1M | 17.1% |
| Granahan Investment Management, LLC | 345,574 | +157,777 | $5.0M | +$2.6M | 84.0% |
| Pier Capital, LLC | 577,479 | +102,770 | $8.3M | +$2.3M | 21.6% |
| BANK OF AMERICA CORP /DE/ | 277,793 | +138,956 | $4.0M | +$2.2M | 100.1% |
| Militia Capital Partners, LP | 186,804 | +124,536 | $2.6M | +$1.8M | 200.0% |
| Y-Intercept (Hong Kong) Ltd | 131,957 | +121,541 | $1.9M | +$1.8M | 1166.9% |
| Squarepoint Ops LLC | 150,185 | +112,576 | $2.2M | +$1.7M | 299.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 908,796 | +5,553 | $13.1M | +$1.5M | 0.6% |
| MORGAN STANLEY | 555,079 | +36,137 | $8.0M | +$1.4M | 7.0% |
| DIMENSIONAL FUND ADVISORS LP | 494,343 | +29,355 | $7.1M | +$1.2M | 6.3% |
| JANE STREET GROUP, LLC | 94,639 | +51,107 | $1.4M | +$807.5K | 117.4% |
| TWO SIGMA ADVISERS, LP | 209,100 | +31,200 | $3.0M | +$738.1K | 17.5% |
| OBERWEIS ASSET MANAGEMENT INC/ | 306,800 | +7,400 | $4.4M | +$591.7K | 2.5% |
| PANAGORA ASSET MANAGEMENT INC | 197,232 | +15,401 | $2.8M | +$516.6K | 8.5% |
| GC Wealth Management RIA, LLC | 297,089 | +20 | $4.3M | +$481.5K | 0.0% |
| ARISTEIA CAPITAL, L.L.C. | 62,044 | +20,717 | $894.7K | +$365.7K | 50.1% |
| WELLS FARGO & COMPANY/MN | 41,993 | +18,866 | $605.5K | +$309.5K | 81.6% |
| Numerai GP LLC | 37,392 | +18,081 | $539.2K | +$292.0K | 93.6% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 120,331 | +958 | $1.7M | +$207.2K | 0.8% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 163,116 | +1,267 | $1.9M | -$179.5K | 0.8% |
| AMERIPRISE FINANCIAL INC | 99,034 | +401 | $1.4M | +$165.6K | 0.4% |
| VICTORY CAPITAL MANAGEMENT INC | 90,140 | +950 | $1.3M | +$158.2K | 1.1% |
| Swiss National Bank | 75,641 | +2,000 | $1.1M | +$148.1K | 2.7% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 39,738 | +4,457 | $573.0K | +$121.4K | 12.6% |
| BRASADA CAPITAL MANAGEMENT, LP | 38,000 | +3,000 | $548.7K | +$114.4K | 8.6% |
| Invesco Ltd. | 36,911 | +4,210 | $532.3K | +$113.7K | 12.9% |
| ALLIANCEBERNSTEIN L.P. | 39,980 | +3,700 | $576.5K | +$112.1K | 10.2% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 46,220 | +256 | $666.5K | +$78.2K | 0.6% |
| Quantinno Capital Management LP | 16,740 | +3,409 | $241.4K | +$70.8K | 25.6% |
| Creative Planning | 30,256 | +1,227 | $436.3K | +$64.7K | 4.2% |
| DEUTSCHE BANK AG\ | 29,521 | +1,140 | $425.7K | +$62.4K | 4.0% |
| Aristides Capital LLC | 26,180 | +1,180 | $377.5K | +$57.5K | 4.7% |
| Voya Investment Management LLC | 30,220 | +462 | $435.8K | +$54.9K | 1.6% |
| MetLife Investment Management, LLC | 21,449 | +1,386 | $309.3K | +$52.5K | 6.9% |
| Graham Capital Management, L.P. | 24,763 | +590 | $357.1K | +$47.7K | 2.4% |
| ENVESTNET ASSET MANAGEMENT INC | 17,823 | +281 | $257.0K | +$32.5K | 1.6% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 17,442 | +192 | $251.5K | +$30.7K | 1.1% |
| Royal Bank of Canada | 4,494 | +115 | $65.0K | +$21.0K | 2.6% |
| BARCLAYS PLC | 201,320 | +18,921 | $2.3M | +$14.7K | 10.4% |
| GAMMA Investing LLC | 757 | +551 | $10.9K | +$8.3K | 267.5% |
| NISA INVESTMENT ADVISORS, LLC | 640 | +506 | $9.2K | +$7.5K | 377.6% |
| Larson Financial Group LLC | 605 | +448 | $8.7K | +$6.7K | 285.4% |
| PNC Financial Services Group, Inc. | 501 | +341 | $7.2K | +$5.2K | 213.1% |
| LORD, ABBETT & CO. LLC | 541,751 | +210,802 | $7.8K | +$3.6K | 63.7% |
| ALGERT GLOBAL LLC | 685,365 | +136,509 | $9.9K | +$2.9K | 24.9% |
| Sterling Capital Management LLC | 257 | +166 | $3.7K | +$2.5K | 182.4% |
| SG Americas Securities, LLC | 172,265 | +91,176 | $2.5K | +$1.4K | 112.4% |
| Farther Finance Advisors, LLC | 141 | +74 | $2.0K | +$1.2K | 110.4% |
| ACADIAN ASSET MANAGEMENT LLC | 106,360 | +68,681 | $1.5K | +$1.1K | 182.3% |
| HARBOR CAPITAL ADVISORS, INC. | 78,241 | +43,093 | $1.1K | +$678 | 122.6% |
| ROTHSCHILD INVESTMENT LLC | 119 | +9 | $1.7K | +$308 | 8.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 22,507 | +2,506 | $325 | +$68 | 12.5% |
Reduced(99)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | 26,317 | -795,803 | $379.5K | -$10.1M | -96.8% |
| MILLENNIUM MANAGEMENT LLC | 246,633 | -587,529 | $3.6M | -$7.1M | -70.4% |
| ARIEL INVESTMENTS, LLC | 5,118,819 | -405,841 | $73.8M | +$3.1M | -7.3% |
| ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | 1,911,106 | 0 | $27.6M | +$3.1M | 0.0% |
| Driehaus Capital Management LLC | 567,906 | -274,788 | $8.2M | -$2.6M | -32.6% |
| MARSHALL WACE, LLP | 374,643 | -194,225 | $5.4M | -$1.9M | -34.1% |
| Black Diamond Financial, LLC | 1,068,362 | 0 | $15.4M | +$1.7M | 0.0% |
| Silvercrest Asset Management Group LLC | 865,119 | 0 | $12.5M | +$1.4M | 0.0% |
| ROYCE & ASSOCIATES LP | 1,091,371 | -29,072 | $15.7M | +$1.4M | -2.6% |
| STATE STREET CORP | 832,968 | -261 | $12.0M | +$1.3M | -0.0% |
| Penn Capital Management Company, LLC | 947,890 | -21,649 | $13.7M | +$1.3M | -2.2% |
| NEW YORK STATE COMMON RETIREMENT FUND | 634,039 | 0 | $9.1M | +$1.0M | 0.0% |
| Connor, Clark & Lunn Investment Management Ltd. | 481,390 | -141,112 | $6.9M | -$1.0M | -22.7% |
| RENAISSANCE TECHNOLOGIES LLC | 94,485 | -85,858 | $1.4M | -$945.9K | -47.6% |
| PINNACLE ASSOCIATES LTD | 909,499 | -53,049 | $13.1M | +$794.4K | -5.5% |
| Trexquant Investment LP | 26,533 | -60,332 | $382.6K | -$729.3K | -69.5% |
| TUDOR INVESTMENT CORP ET AL | 219,574 | -83,002 | $3.2M | -$706.7K | -27.4% |
| D. E. Shaw & Co., Inc. | 81,430 | -65,167 | $1.2M | -$702.2K | -44.5% |
| BNP PARIBAS FINANCIAL MARKETS | 74,261 | -56,113 | $1.1M | -$597.9K | -43.0% |
| Aperture Investors, LLC | 343,683 | 0 | $5.0M | +$556.8K | 0.0% |
| JPMORGAN CHASE & CO | 290,269 | -79,068 | $4.2M | -$541.8K | -21.4% |
| Nuveen, LLC | 163,570 | -62,830 | $2.4M | -$539.2K | -27.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 320,013 | -159 | $4.6M | +$516.4K | -0.0% |
| FORMULA GROWTH LTD | 403,591 | -13,112 | $5.8M | +$486.0K | -3.1% |
| STIFEL FINANCIAL CORP | 314,933 | -3,604 | $4.5M | +$464.1K | -1.1% |
| Man Group plc | 41,385 | -38,277 | $596.8K | -$422.9K | -48.0% |
| NORTHERN TRUST CORP | 291,380 | -10,725 | $4.2M | +$334.8K | -3.5% |
| North Star Investment Management Corp. | 204,800 | 0 | $3.0M | +$331.8K | 0.0% |
| TWO SIGMA INVESTMENTS, LP | 237,252 | -9,886 | $3.4M | +$257.8K | -4.0% |
| Russell Investments Group, Ltd. | 168,981 | -1,430 | $2.4M | +$255.4K | -0.8% |
| AQR CAPITAL MANAGEMENT LLC | 107,355 | -32,733 | $1.5M | -$245.1K | -23.4% |
| Ensign Peak Advisors, Inc | 13,617 | -19,450 | $196.4K | -$226.9K | -58.8% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 60,593 | 0 | $978.0K | +$218.7K | 0.0% |
| Hedges Asset Management LLC | 139,900 | -1,400 | $2.0M | +$208.7K | -1.0% |
| Qube Research & Technologies Ltd | 345,047 | -57,118 | $5.0M | -$172.1K | -14.2% |
| Engineers Gate Manager LP | 44,407 | -18,096 | $640.3K | -$159.7K | -28.9% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 20,000 | -14,000 | $288.4K | -$146.8K | -41.2% |
| RICE HALL JAMES & ASSOCIATES, LLC | 138,296 | -27,586 | $2.0M | -$129.1K | -16.6% |
| MACKENZIE FINANCIAL CORP | 105,973 | -21,946 | $1.5M | -$112.2K | -17.1% |
| Aquatic Capital Management LLC | 21,489 | -10,497 | $309.9K | -$99.5K | -32.8% |
| Legal & General Group Plc | 23,513 | -9,896 | $339.1K | -$88.6K | -29.6% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 52,223 | 0 | $753.1K | +$84.6K | 0.0% |
| RWA WEALTH PARTNERS, LLC | 37,500 | 0 | $540.8K | +$60.8K | 0.0% |
| COMERICA BANK | 35,884 | 0 | $517.4K | +$58.1K | 0.0% |
| CACTI ASSET MANAGEMENT LLC | 41,500 | 0 | $592.6K | +$55.2K | 0.0% |
| CARY STREET PARTNERS FINANCIAL LLC | 32,419 | 0 | $467.5K | +$52.5K | 0.0% |
| Pathstone Holdings, LLC | 33,139 | -200 | $477.9K | +$51.1K | -0.6% |
| Nicholas Investment Partners, LP | 46,556 | -2,079 | $671.3K | +$48.8K | -4.3% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 29,480 | 0 | $425.1K | +$47.8K | 0.0% |
| PDT Partners, LLC | 28,050 | 0 | $404.5K | +$45.4K | 0.0% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 29,637 | -583 | $427.4K | +$40.5K | -1.9% |
| RHUMBLINE ADVISERS | 45,420 | -8,434 | $654.9K | -$34.4K | -15.7% |
| PFG Investments, LLC | 16,300 | 0 | $235.0K | +$26.4K | 0.0% |
| SIMON QUICK ADVISORS, LLC | 16,118 | 0 | $232.4K | +$26.1K | 0.0% |
| Tower Research Capital LLC (TRC) | 897 | -2,136 | $12.9K | -$25.9K | -70.4% |
| JANUS HENDERSON GROUP PLC | 14,166 | 0 | $204.3K | +$22.9K | 0.0% |
| Verition Fund Management LLC | 12,500 | -3,261 | $180.3K | -$21.5K | -20.7% |
| VANTAGE WEALTH | 12,000 | 0 | $173.0K | +$19.4K | 0.0% |
| Moors & Cabot, Inc. | 43,500 | -4,000 | $627.3K | +$19.3K | -8.4% |
| Balanced Rock Investment Advisors LLC | 12,750 | -180 | $183.9K | +$18.4K | -1.4% |
| Diversified Trust Co | 11,010 | 0 | $158.8K | +$17.8K | 0.0% |
| CAXTON ASSOCIATES LLP | 10,815 | -2,686 | $156.0K | -$16.9K | -19.9% |
| Police & Firemen's Retirement System of New Jersey | 10,364 | 0 | $149.4K | +$16.8K | 0.0% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 10,000 | 0 | $144.2K | +$16.2K | 0.0% |
| KLP KAPITALFORVALTNING AS | 9,300 | 0 | $134.1K | +$15.1K | 0.0% |
| CITIGROUP INC | 5,158 | -1,767 | $74.4K | -$14.3K | -25.5% |
| Arax Advisory Partners | 576 | -1,141 | $8.3K | -$13.7K | -66.5% |
| ASSETMARK, INC | 3,082 | -1,359 | $44.4K | -$12.4K | -30.6% |
| STATE OF WISCONSIN INVESTMENT BOARD | 30,364 | -3,023 | $437.8K | +$10.5K | -9.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,220 | 0 | $89.7K | +$10.1K | 0.0% |
| Inspire Investing, LLC | 32,427 | -3,357 | $467.6K | +$9.6K | -9.4% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 11,906 | -794 | $171.7K | +$9.1K | -6.3% |
| Arizona State Retirement System | 10,547 | -777 | $152.1K | +$7.1K | -6.9% |
| AlphaQuest LLC | 46,731 | -5,473 | $673.9K | +$5.7K | -10.5% |
| Ameritas Investment Partners, Inc. | 3,449 | 0 | $49.7K | +$5.6K | 0.0% |
| SIGNATUREFD, LLC | 72 | -358 | $1.0K | -$4.5K | -83.3% |
| FEDERATED HERMES, INC. | 7,391 | -738 | $106.6K | +$2.5K | -9.1% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11,609 | -1,654 | $167.4K | -$2.4K | -12.5% |
| FMR LLC | 3,190 | -564 | $46.0K | -$2.1K | -15.0% |
| INTECH INVESTMENT MANAGEMENT LLC | 12,546 | -1,744 | $180.9K | -$2.0K | -12.2% |
| SBI Securities Co., Ltd. | 883 | 0 | $12.7K | +$1.4K | 0.0% |
| McIlrath & Eck, LLC | 863 | 0 | $12.4K | +$1.4K | 0.0% |
| Clearstead Advisors, LLC | 7 | -107 | $101 | -$1.4K | -93.8% |
| MAI Capital Management | 624 | 0 | $9.0K | +$1.0K | 0.0% |
| Smartleaf Asset Management LLC | 411 | 0 | $5.9K | +$728 | 0.0% |
| Optiver Holding B.V. | 338 | 0 | $4.9K | +$548 | 0.0% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 228,490 | 0 | $3.3K | +$368 | 0.0% |
| True Wealth Design, LLC | 1 | -27 | $15 | -$344 | -96.4% |
| EverSource Wealth Advisors, LLC | 237 | -13 | $3.4K | +$217 | -5.2% |
| Versant Capital Management, Inc | 59 | 0 | $851 | +$96 | 0.0% |
| Parkside Financial Bank & Trust | 55 | 0 | $794 | +$89 | 0.0% |
| QUADRANT CAPITAL GROUP LLC | 872 | -116 | $12.6K | -$72 | -11.7% |
| CWM, LLC | 2,297 | -2,552 | $33 | -$29 | -52.6% |
| OSAIC HOLDINGS, INC. | 3,227 | -429 | $46.5K | +$7 | -11.7% |
| State of Alaska, Department of Revenue | 2,738 | 0 | $39 | +$4 | 0.0% |
| CANADA LIFE ASSURANCE Co | 1,218 | 0 | $18 | +$3 | 0.0% |
| CIBC Private Wealth Group LLC | 2 | 0 | $29 | +$3 | 0.0% |
| AMALGAMATED BANK | 1,183 | -61 | $17 | +$1 | -4.9% |
| Harel Insurance Investments & Financial Services Ltd. | 30 | 0 | $0 | $0 | 0.0% |
Sold Out(17)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NORGES BANK | 0 | -98,200 | $0 | -$908.4K | — |
| Cresset Asset Management, LLC | 0 | -42,000 | $0 | -$537.6K | — |
| HSBC HOLDINGS PLC | 0 | -25,244 | $0 | -$315.3K | — |
| PRUDENTIAL FINANCIAL INC | 0 | -21,830 | $0 | -$279.4K | — |
| VILLERE ST DENIS J & CO LLC | 0 | -20,071 | $0 | -$256.9K | — |
| Integrated Quantitative Investments LLC | 0 | -19,901 | $0 | -$254.7K | — |
| CITADEL ADVISORS LLC | 0 | -17,800 | $0 | -$227.8K | — |
| XTX Topco Ltd | 0 | -16,280 | $0 | -$208.4K | — |
| JT Stratford LLC | 0 | -15,819 | $0 | -$202.5K | — |
| GWN SECURITIES INC. | 0 | -15,431 | $0 | -$198.0K | — |
| Corton Capital Inc. | 0 | -11,758 | $0 | -$150.5K | — |
| Petrus Trust Company, LTA | 0 | -10,952 | $0 | -$140.2K | — |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0 | -10,611 | $0 | -$135.8K | — |
| Manchester Capital Management LLC | 0 | -4,115 | $0 | -$52.7K | — |
| Parallel Advisors, LLC | 0 | -7 | $0 | -$90 | — |
| SIMPLEX TRADING, LLC | 0 | -5,047 | $0 | -$64 | — |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | -410 | $0 | -$5 | — |